Introducing SwiftSell V2: A Smarter, More Efficient Dealer Portal

Welcome to SwiftSell V2!

We’re excited to announce the release of SwiftSell V2, bringing a host of new features designed to make your experience smoother and more collaborative. Here’s what’s new:

  • Groups: Organize your teammates and dealers into groups, allowing users to work individually or as part of a team. Manage dealer activities more efficiently with dealer group setups.

  • Active Directory Support: SwiftSell now supports single sign-on (SSO) through Active Directory, making it easier for teams to manage access securely.

  • Enhanced Product Catalog: Get real-time inventory tracking with direct ERP integration, and access product SKUs right from your ERP for a more accurate and up-to-date catalog.

  • PDF Quote Creation: Easily generate professional PDF quotes, making it simple to send and track documentation with customers.

  • Streamlined Customer Information Input: We’ve simplified the customer data input process, keeping our focus on speed and ease of use, so you can get more done in less time.

  • RMA Handling: SwiftSell now supports product returns, allowing users to create new return orders or process returns by selecting existing orders or lines.

  • Updated User Interface & Form Design: Enjoy a refreshed look and improved usability with a modernized UI and redesigned forms.

  • Theme Designer Enhancements: Customize your experience further with improvements to our theming panel, including new light and dark mode options.

SwiftSell V2 is all about delivering a faster, more intuitive dealer portal that works for you. Please feel free to reach out for a free SwiftSell demonstration and consultation.

About the Author

Karee Hertenstein

Karee Hertenstein began her work with CPQ solutions in sales and presales, where she focused on showcasing solution capabilities and designing tailored product demonstrations for manufacturers. Now leading the CPQ sales and marketing team, she brings a balanced perspective with hands-on experience in both the technical setup and customer-facing aspects of CPQ.

In her free time, Karee enjoys creating art, music, and spending time outdoors with her family. She values connecting with others and finding creative ways to solve problems.